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Posts tagged Sales Strategy
Re-balancing the Other Trillion+ Portfolio

While Americans rebalance trillions of dollars in assets in their 401K plans to stretch returns 75-100 basis, we often fail to adjust the investments we are making in our sales and marketing portfolio. If an investment manager has a fiduciary responsibility to maximize returns at a given level of risk, why do we relieve our sales and marketing teams from the same accountability for more than a trillion dollars of annual spend?

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